Gail serves as an advisor, working with clients to develop, implement and oversee solutions that integrate investment, insurance, retirement, tax and estate planning into a comprehensive financial and investment strategy. Gail has also held senior leadership positions in wealth management with U.S. Trust, Merrill Lynch, William Blair & Company and a large single-family office where she worked with high net worth and ultra-high net worth clients to assess, develop and implement wealth management plans. After graduating Oregon State University with a bachelor’s degree, Gail served as an officer in the U.S. Navy, followed by nine years of experience as a commercial banker at major money center banks before transitioning to wealth management.
Previous Experience
- Senior Vice President and Wealth Advisor at Key Private Bank
- U.S. Trust
- Merrill Lynch
- William Blair & Company
Education & Credentials
- BA, Oregon State University
- Certified Financial Planner™
- Certified Investment Management Analyst®, The University of Pennsylvania – The Wharton School of Business
- Certified Exit Planner (CExP™)
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Phone: 212.973.0385
